Anchored in a client-first ethos, we translate your financial aspirations into tangible results.
Expert Insight, Human Connection
We combine decades of financial expertise with a genuine understanding of your personal goals.
Intelligent Forecasting
Our planning philosophy involves running data-based simulations to navigate the path between risk and reward.
Transparency & Accessibility
Our collaborative approach includes open communication and regular touchpoints to keep you informed and in control of your wealth.
Holistic Financial Planning Built For You
At BIP, we work with you to help formulate a personalized wealth plan. Over time, we constantly update your plan as life unfolds.
Comprehensive Planning
We consider all aspects of your financial situation to develop a well-rounded, effective plan.
Investment Management
Based on your risk profile and goals, we curate a diversified portfolio, which may include private market strategies if appropriate, to grow your wealth.
Cash Management
Efficient cash flow planning ensures that your daily needs and lifestyle choices are securely funded.
Transparency
Regular updates and ongoing dialogue keep you informed, engaged, and confident in your financial journey.
Estate Planning
Preserve your legacy and ensure your wishes are passed on with thoughtful, strategic planning.
Insurance Planning
Protect your assets and secure your family's future through careful risk assessment.
Tax Planning
We'll provide guidance on efficient tax strategies to help you keep more of what you earn.
Personal Financial Guidance
Your Personal Wealth Advisor coordinates all aspects of your total financial picture, giving you peace of mind.
BIP Wealth-Creation Engine
Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we endeavor to do both.
Evidence-based investment philosophy
Personalized strategies across the risk spectrum to build wealth
Access to unique opportunities in private equity, venture capital and private credit
Private Investment Strategies
Unique access to private investment opportunities to grow your wealth in untapped markets.
More than 15 years experience in aligning private market opportunities to individual investors
We make it easy for qualified investors to participate in private equity, venture capital and private credit investing.
Access to fund managers who are thoroughly vetted by our BIP Wealth Investment Committee
Public Investment Strategies
Evidence-based research to optimize risk-adjusted returns in both equities and fixed-income.
We use probabilities of success to structure your portfolio
Covered call portfolios to reduce volatility and develop an income stream
Concentrated stock strategies to mitigate risk
Cash management strategies for both individuals and companies
Who We Serve
Families & Individuals
Design and implement a sound financial plan that helps you achieve your goals and solidify your family's legacy.
BIP Ventures is the venture capital division of BIP Capital, an affiliate of BIP Wealth. It is one of the Southeast's largest and most active VC firms with investments in more than 70 portfolio companies. In addition to capital, BIP Ventures supports entrepreneurs with access to infrastructure, acumen, and talent that results in category-leading companies.
